Heritage Family Offices, Llp is an SEC registered investment adviser organized as a limited liability partnership with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 10, 2026, reports $423M in regulatory assets under management, 13 employees, and 1,057 accounts.
Assets Under Management
$423M
Employees
13
Offices
--
Total Clients
250
Primary office
SCOTTSDALE, AZ
9841 E BELL RD, SUITE 110, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 68.0% of total clients.
Top client categories% of clientsClients
1
Individuals
68.0%
170
2
HNWI
32.0%
80
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$423Mas of March 10, 2026
Discretionary100.0%
$423M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$423M
Total Accounts1,057
10Y AUM Change+$423M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee19:1
10Y Employee Change+10 (+333.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.